The Barry Investment Advisors Podcast

The Barry Investment Advisors Podcast

Ever wondered how successful investors stay calm during volatile markets? Joe Barry, founder of Barry Investment Advisors, pulls back the curtain on surviving five decades of financial storms, from the 1970s oil crisis to the COVID-19 panic. Drawing from his extensive experience weathering major market downturns, Barry shares critical insights on: - Maintaining emotional discipline during periods of extreme fear - The power of sticking to a diversified investment strategy - Why long-term thinking outweighs short-term market reactions - Historical patterns of recovery after significant crashes...

The Barry Investment Advisors Podcast

Market Update - April 2025

The Barry Investment Advisors Podcast

Discover why the recent market downturn goes deeper than just tech stocks taking a hit. In this insightful episode, Joe from Barry Investment Advisors breaks down two critical factors shaping today's market landscape: the ripple effects of federal spending cuts and the deflating AI bubble.

The Barry Investment Advisors Podcast

A Year-End Financial Checkup with Liz Garvey and Beth Parker   We're excited to share the latest episode of the Barry Broadcast podcast, featuring a discussion with financial planners Liz Garvey and Beth Parker.   In this insightful episode, Liz and Beth provide a detailed year-end financial checkup, covering crucial topics such as retirement contribution limits, gifting opportunities, and charitable giving options. 

The Barry Investment Advisors Podcast

Market Update - December 2024

The Barry Investment Advisors Podcast

The Barry Investment Advisors Podcast

On this episode of the Barry Broadcast, Kate Alves, Beth Parker and Whitney Holland sit down to discuss the IRS’s new rules regarding inherited IRAs.  Originally, in 2019 a new retirement law stated the funds had to be withdrawn within 10 years.  The IRS has now clarified when the funds must be distributed depending on your circumstances. 

The Barry Investment Advisors Podcast

The Barry Investment Advisors Podcast

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including... How to maximize contributions to your retirement accounts How to determine if a Roth conversion makes sense in 2023 Ways to maximize financial gifts or charitable giving before the end of the year Additionally, please  for a complete list of items that you may need to consider for year-end.

The Barry Investment Advisors Podcast

On this edition of Barry Investment Insights, Joe Barry delves into the current market scenario, highlighting three key points of concern for investors: The unprecedented surge in interest rates and its ripple effect on stocks and bonds; Challenges faced by the real estate sector, both residential and commercial, due to these high rates; and The balancing act of the Federal Reserve in combating inflation and its implications for the economy. If you would like to explore these topics in more depth or learn how they might impact your wealth strategy, we invite you to connect with us at ....